Changes to employee selected optional benefits can only be made when the employee experiences a "Major Life Event" or during "Annual Benefits Open Enrollment". The UA benefit plan year is July 1 - June 30.

• Major Life Event:
  Review the checklist below to determine if you have experienced a qualifying event and determine what changes you wish to make. The most commonly used forms are provided below. To access all UA benefits forms, click on the A - Z link below. Completed forms must be sent to your regional HR office within 30 days of the event.
• • Major Life Event checklist
  • Most Common Changes and Forms:
  • • Dependent Health Enrollment/Drop Form
             Add/Delete dependent from health coverage
    • Statement of Financial Interdependency Form, used to 
             Document a Financially Interdependent Partner (FIP)
             relationship and required in addition
             to the Dependent Enrollment Form to add a
             (FIP) to the health plan
    • Financial Interdependent Relationship Explanation
    • Declaration of Termination of Financial Interdependent Relationship
             Document the termination of a Financially Interdependent
             Partner (FIP) relationship and required in addition
             to the Dependent Enrollment Form to drop a
             (FIP) to the health plan
    • UA Choice Supplemental Benefits Election Form,
             Use to change FSA and/or Life Insurance Coverage
    • Beneficiary Form for TRS/PERS (Defined Benefit Plan)
             Use for TRS Tiers I, II, and PERS Tiers I, II, III
    • Beneficiary Form for TRS/PERS (Defined Contribution Plan)
             Use for TRS Tier III and PERS Tier IV
    • Beneficiary Designation for UA ORP and/or UA Pension
             Fidelty Beneficiary Form or call (800) 343-0860
             Valic, call (907) 279-8302
             TIAA-CREF, call (800) 842-2007
             Lincoln National, call (800) 348-1212
    • Beneficiary Form for UA Life Insurance
    • W4 Form
    • UA Change form
            (To change address, name, or marital
             status. Updates UA, PERS/TRS and Blue Cross only.
             To update address with ORP or pension vendor,
             contact the vendor directly)
    • UA Benefits Forms A - Z
      
• Annual Benefits Open Enrollment:
  
  2008 Benefits Open Enrollment
  April 15 - May 16
  

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